-99.8%
SOXS vs SEI
+134.3%
-234.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +5.1% | -10.7% | +0.3% |
| 7D | -4.7% | +22.6% | -27.3% | +22.4% |
| 30D | +7.7% | +9.1% | -1.4% | +23.0% |
| 3M | -10.2% | -11.3% | +1.2% | +5.3% |
| 6M | -99.2% | +22.0% | -121.2% | -98.2% |
| YTD | -99.5% | +47.3% | -146.8% | -98.5% |
| 1Y | -99.8% | +124.8% | -224.5% | -98.8% |
| All | -99.8% | +134.3% | -234.0% | -98.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SEI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling